Precision Wealth Strategies, LLC Vanguard Small Cap ETF Transaction History
Precision Wealth Strategies, LLC
- $87.6 Million
- Q3 2024
A detailed history of Precision Wealth Strategies, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 7,835 shares of VB stock, worth $1.96 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
7,835
Previous 5,103
53.54%
Holding current value
$1.96 Million
Previous $1.11 Million
67.09%
% of portfolio
2.12%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio